Mutual Fund

We guide our clients toward financial success by enabling informed decisions in the dynamic world of finance.

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Whether you’re a beginner or an experienced investor, mutual funds provide a smart and effective way to grow wealth. If you need help selecting the right mutual fund for your financial goals.

Why You need Niiveshneeti Mutual Fund Research Service.

There are over 2,500 mutual fund schemes from 44+ companies — all with different types, plans, and options. Choosing the right fund is not easy and depends on your financial goals, how much risk you can take, and how long you want to invest that’s where proper research helps by understanding how different funds work, how they’ve performed, and which ones suit your needs.

You can invest wisely and avoid common mistakes With the help of Niiveshneeti, you can make better, informed decisions and grow your money with confidence.

Our Mutual Fund Selection Process.

To recommend mutual funds from their respective categories, we use a meticulous selection process based on the following key factors:

Reliability Analysis

  • AMC Credibility: The Asset Management Company (AMC) is evaluated to ensure it adheres to ethical practices and is not involved in any unethical behavior or negative news that could harm its reputation or performance.
  • AUM Analysis: We assess the fund’s Assets Under Management (AUM) and compare it with the total AUM of the AMC. The AUM-to-total-AUM ratio is analyzed and benchmarked against industry standards to determine the fund’s relative size, stability, and capacity for sustainable growth.
  • Portfolio Turnover Ratio: Funds with a portfolio turnover ratio above 100% or exceeding the category average are avoided, as high turnover may indicate excessive trading, which can impact overall returns.
  • Fund Manager Evaluation: The track record of the fund manager is thoroughly assessed, focusing on their historical performance, experience, and ability to navigate through different market conditions effectively. This ensures that the fund is managed by a seasoned professional with a proven ability to deliver consistent results.

Return Analysis

To ensure the selected funds have a strong historical performance, we analyze:

  • SIP Returns: The last 10 years of Systematic Investment Plan (SIP) returns are reviewed to evaluate the consistency and reliability of the fund’s performance over time.
  • Rolling Returns:Rolling returns over the past decade are examined to assess stability and performance across various market cycles.
  • Growth and Asset Comparison: The growth of the fund’s assets is compared with its category peers and relevant benchmarks to determine its relative competitiveness.
  • Lump Sum Investment Analysis: A comparative analysis of lump sum investments in the fund is conducted against other asset classes, such as fixed deposits (FDs), gold, and Public Provident Fund (PPF). The return values of these asset classes over the past 10 years are highlighted to illustrate the fund’s performance in a broader investment context.

Risk Analysis

To evaluate the risk-reward profile of the fund, we examine a comprehensive set of risk metrics:

  • Alpha: Measures the fund’s excess returns relative to its benchmark.
  • Beta: Assesses the fund’s sensitivity to market movements.
  • Sharpe Ratio: Evaluates the risk-adjusted returns to determine if the fund is compensating investors for the risks taken.
  • Sortino Ratio: Focuses on downside risk-adjusted returns to understand the impact of adverse market movements.
  • Capture Ratios:Analyzes upside and downside capture ratios to gauge the fund’s performance in rising and falling markets.
  • Maximum Drawdown Ratio: Assesses the largest peak-to-trough decline during a specific period to understand potential losses during market downturns.

Final Report Presentation

Findings are compiled in the to a structured and visually appealing report that communicates the rationale behind the selected mutual funds. The report includes:

  • Detailed analysis supported by charts, tables, and comparisons for better clarity and understanding.
  • A summary of key takeaways, including the reasons for selecting each fund and how they align with investor objectives.
  • Actionable insights and recommendations to guide investment decisions based on the analysis.

Pricing Plan

Who is this service suitable for:

  • Investors seeking professional and research-backed guidance.
  • Individuals looking to align mutual fund investments with specific financial goals.
  • Working professionals interested in disciplined, long-term wealth creation.
  • Investors who prefer unbiased recommendations without distribution commission conflicts.

What is Included:

  • Research-based mutual fund advice suitable to your risk profile and financial objectives.
  • Asset allocation suggestions across equity, debt, and hybrid categories based on suitability.
  • Periodic portfolio review and rebalancing recommendations.
  • Guidance on investing in direct mutual fund plans to avoid unnecessary commissions.
  • Email or WhatsApp communication support for advisory clarification.
  • Access to updated mutual fund research reports across all categories for up to one year from the date of subscription.

Capital Requirement:

The recommended investment amount will be based on your financial goals, time horizon, and risk profile.

Free Trial

₹ 0
  • Get access to 1 mutual fund report
  • Ideal for exploring the quality of our research
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₹ 1,249
  • Get access to mutual fund research reports across all categories
  • Includes future updates for up to 1 year
  • Ongoing support via Email/WhatsApp.
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